THE PROFESSIONALS ALLIANCE GROUP - Oppenheimer & Co. Inc.

The Professionals Alliance GroupThe Professionals Alliance Group is the leader in WealthManagement Alliances for CPA and professional service firms.About the Professionals Alliance GroupEstablished in 1997, the Professionals Alliance Group(PAG) is a collaboration among Oppenheimer &Co. Inc., Oppenheimer Asset Management, Inc.,and select professional (member) firms. WhenPAG began operations, it worked exclusively withaccounting firms. Since that time, it has also formedrelationships with sports agents, business managers,and family office practices. PAG believes that theseindividuals and institutions are all actively involvedin their clients’ financial lives.Our success is rooted in the rich tradition behindone of the most well-known and respected names inthe financial service industry, Oppenheimer & Co.Inc. Building upon this foundation, PAG seeks todeliver premier Wealth Management solutions toprofessional services firms that focus on providingguidance to their clientele.We see our function as a means by which itsmembers can strengthen existing relationships withclients. This objective requires absolute integrity andcommitment by all levels of Oppenheimer.PAG is privileged to serve 70 member firms with over$2 billion in assets under management (2011).Why Offer Wealth Management ServicesThrough Trusted Advisors?Certified Public Accountants, agents, businessmanagers, family offices, and other professionalsare often their wealthy clients’ most trusted advisor.Their position of trust affords them the unique abilityto advise clients on financial affairs that complementtheir respective areas of expertise.As professional advisors with whom clients discusstheir most important business and financialsituations, they are a natural fit for the role of centralcoordinator. The professional’s regular involvementin the process allows him or her to strengthen clientrelationships.Why Consider the ProfessionalsAlliance Group?PAG helps professional advisory firms across thecountry develop successful Wealth Managementbusinesses. Our growth stems from the ability toprovide a tailored-yet-flexible program for trustedprofessionals as opposed to imposing a prefabricatedinvestment model upon clients.We understand your profession and providemember firms with a time-efficient approachto Wealth Management. Our financial advisorteams are dedicated to this business, are extremelyknowledgeable, and bring your clients years ofexperience.